About Dave

Advisor, Author, Entrepreneur, Investor, Philanthropist

Dave is a 30-Year Veteran from Wall Street and Silicon Valley. He’s raised over $15 billion for hundreds of companies, created multiple start-ups, and had multiple billion dollar exits.

The Way of the
Wall Street Warrior

Conquer the Corporate Game
Using Tips, Tricks, and Smartcuts

A humorous and irreverent guide to conquering the corporate game from a Wall Street veteran who went from the proverbial janitor suite to Managing Director at one of the top investment banks in the world. Using tips, tricks, and smartcuts from Dave, learn how to build your career for success.

The book sold almost 10,000 copies in the first two weeks of launch and reached the Top 10 Amazon Best Seller list in the business finance category. It ranked as Amazon’s Top #1 Hot New Release in two categories: business finance and economics. It was awarded one of the Best Books of 2021 by Bloomberg and the Porchlight Book Company Business Best Seller in November 2021.

Publication Date: November 9, 2021

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Available at book retailers below:

Dave learned how to win in investment banking the hard way. Now he is able to share tools that make it easier for budding bankers and other professionals to succeed. He does it in a very imaginative, colorful, and humorous way.”

Frank Baxter
Former CEO of Jefferies and U.S. Ambassador to Uruguay

An must-read for anyone starting their career in Corporate America. Written with wit and humor, Dave’s book shares valuable insights and lessons that would take a lifetime to learn otherwise. I highly recommend anyone interested in advancing their career read this book.”

Harry Nelis
Partner of Accel and former Goldman Sachs banker

Authentic, Unfiltered, Funny! Dave has lived for decades and been wildly successful in the world of Wall Street. This is the unvarnished inside scoop about how to make your way in an unfamiliar world. What I wish I knew 20 years ago!”

Rick Heitzmann
Founder and Partner of FirstMark Capital and former Houlihan Lokey banker

Dave has worked with hundreds of companies as Board Member, Founder, Investor, and Advisor.

Career Highlights

Advisor

30-Year Veteran of Wall Street and Silicon Valley; completed over 100 transactions representing over $15 billion of value

Entrepreneur

Founded four companies in asset management, media, strategic consulting, and technology

Investor

Achieved multiple unicorns with over a billion dollars in value; manage investments in artificial intelligence, commerce, content, entertainment, online advertising, and software

Education Highlights

MBA

Harvard Business School, General Management

B.S. Engineering

University of Pennsylvania
School of Engineering and Applied Science
Systems Science and Engineering with
concentrations in Manufacturing and Robotics

B.S. Economics

University of Pennsylvania
The Wharton School
Economics with concentration in Finance

Notable Academic Achievements

  • Graduate of the Jerome Fisher Program in Management & Technology
  • Completed five-year program in four years
  • Graduated with great honors
  • Member of National Engineering Honor Society, Tau Beta Bi

Certifications

Online Satire

The Second City

Screenwriting

Sundance Institute

Creative Writing

University of Pennsylvania

Video Producer and Editor

Bay Area Video Coalition

TESTIMONIALS

“Dave is the smartest Internet investment banker I know. I have worked with him for many years…”

Harry Nelis

Partner, Accel
Former Goldman Sachs, Perry Capital

“David was a key man on the team at Jefferies that helped me to sell my company - TWICE!”
Trustee Emeritus, Cornell University; Founder, The CBORD Group
“One of the most talented, intelligent and energetic bankers with whom I have worked.”
MD, Seaport Global Securities; Former Jefferies, Drexel Burnham
“Dave was really one of the most important mentors I’ve ever had professionally. Dave is an incredible manager and teacher...”
CFO, Sight Sciences; Former Blackstone, Jefferies
“David is the best. The depth of his knowledge in his space, technical expertise, transactional skills and integrity, are second to none.”
Former MD, Jefferies; Former Dean Witter Reynolds
“I have gotten to know a number of bankers in the tech sector and worked with several firms; and I can say unequivocally that Dave Liu is among the very best.”
GM, Comcast NBCUniversal; Former AlixPartners, JP Morgan
“I highly recommend David to any entrepreneur looking for guidance on how to build and scale a business.”
VP, Roblox; Former TrueCar, Jefferies
“I’ve worked with many i-bankers and Dave is by far the best...he’s also a very cool guy and really great to work with. I can’t recommend him any higher.”
CFO, FastSpring; Former Tellme Networks, Yahoo!
“David is an extremely knowledgeable and creative thinker...he has served as a very trusted and candid source of independent advice...”
COO, B-Stock Solutions; Former Yahoo!, KKR, CIBC

“Far and away, Dave has had a greater impact on my career than anybody I have ever worked with.”

Director of Corporate Development at Twilio and former Jefferies banker

Blog

CARTOONS

The ABC Life - President